M1WV
Level 3

Retirement tax questions

TY 2024, Spoke with TP, who had a Tradition to ROTH of about $2000.  She spoke to her financial inst and they said they will not be sending out a 1099 because it was not reported to the IRA.

 

TP wants to report the transaction/rollover.  Now in 2025, is this still a valid want to enter the transaction with out the actual paper (1099).